Derrek Metz is a registered investment advisor at LPL Financial LLC, based in New Canaan, CT, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
175 Elm St, New Canaan, CT, 06840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Derrek operates his LPL business under the DBA MONECO New Canaan since 2021. He is also an investment advisor representative (IAR) with Moneco Advisors, dedicating nearly full-time hours to providing investment advisory services. Additionally, Derrek is an investment committee member for the Congregational Church of New Canaan, spending minimal time per month.
Employment History
Current Registrations
LPL Financial LLC
Moneco Advisors
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.